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iShares S&P Mid-Cap 400 Growth ETF

853 hedge funds and large institutions have $5.93B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 253 increasing their positions, 264 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $83K | Put options by funds: $57K

0.35% more ownership

Funds ownership: 69.73%70.08% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 264

5% less funds holding

Funds holding: 900853 (-47)

13% less capital invested

Capital invested by funds: $6.81B → $5.93B (-$882M)

43% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 76

Holders
853
Holders Change
-47
Holders Change %
-5.22%
% of All Funds
11.44%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
43
Increased
253
Reduced
264
Closed
76
Calls
$83K
Puts
$57K
Net Calls
+$26K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$17.7M +$164K +1,824 +0.9%
Lido Advisors
52
Lido Advisors
California
$16.8M -$6.64M -73,736 -27%
Creative Planning
53
Creative Planning
Kansas
$16.4M +$483K +5,358 +3%
CCWM
54
Cassaday & Co Wealth Management
Virginia
$16.3M +$1.29M +14,361 +8%
SL
55
Salomon & Ludwin
Virginia
$16.1M -$537K -5,959 -3%
HCM
56
Hudson Capital Management
New Jersey
$15.4M +$300K +3,326 +2%
SFP
57
Sterling Financial Planning
New Jersey
$14.5M +$750K +8,324 +5%
1IA
58
1834 Investment Advisors
Wisconsin
$14.5M -$1.07M -11,915 -6%
Comerica Bank
59
Comerica Bank
Texas
$14.3M +$119K +1,318 +0.8%
IWC
60
Integrated Wealth Concepts
Massachusetts
$13.5M -$66.8K -742 -0.5%
Osaic Holdings
61
Osaic Holdings
Arizona
$13.3M -$41.6K -462 -0.3%
TYCC
62
Texas Yale Capital Corp
Florida
$13.3M
KAS
63
Kestra Advisory Services
Texas
$13.2M -$307K -3,407 -2%
FMC
64
First Merchants Corp
Indiana
$12.2M -$113K -1,259 -0.9%
WA
65
Waverly Advisors
Alabama
$12.1M +$235K +2,608 +2%
GIA
66
GHP Investment Advisors
Colorado
$12M -$244K -2,713 -2%
IFS
67
Ifrah Financial Services
Arkansas
$11.9M -$293K -3,257 -2%
CFB
68
Cullen/Frost Bankers
Texas
$11.9M -$241K -2,674 -2%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$11.6M -$346K -3,846 -3%
BEC
70
Blue Edge Capital
Virginia
$11.3M -$2.33M -25,908 -16%
SWA
71
SOA Wealth Advisors
New York
$10.2M +$249K +2,762 +2%
ATC
72
Argent Trust Co
Tennessee
$10.1M +$3.49M +38,689 +47%
US Bancorp
73
US Bancorp
Minnesota
$9.84M -$300K -3,329 -3%
MGIA
74
Moneta Group Investment Advisors
Missouri
$9.66M +$104K +1,157 +1%
Citigroup
75
Citigroup
New York
$8.96M +$124K +1,375 +1%

IJK Hedge Fund Activity: Q1 2025 in Review

853 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Mid-Cap 400 Growth ETF (IJK) for Q1 2025, worth a combined $5.93B — down 13% from $6.81B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of IJK and 43 opened new positions — a net loss of 33 holders — while 264 trimmed existing stakes and 253 added.

The largest buyer was Fidelity Investments, adding an estimated $28.3M. The largest seller was World Investment Advisors, cutting an estimated $34.3M.

  • 853 institutional investors held iShares S&P Mid-Cap 400 Growth ETF (IJK) as of Q1 2025, down from 900 in Q4 2024.
  • Funds reported $5.93B of iShares S&P Mid-Cap 400 Growth ETF stock for Q1 2025, down 13% quarter-over-quarter.
  • 43 funds opened new iShares S&P Mid-Cap 400 Growth ETF positions in Q1 2025 and 76 closed out, a net change of -33 holders.
  • The largest iShares S&P Mid-Cap 400 Growth ETF buyer in Q1 2025 was Fidelity Investments, an estimated $28.3M added.
  • The largest iShares S&P Mid-Cap 400 Growth ETF seller in Q1 2025 was World Investment Advisors, an estimated $34.3M sold.

Based on aggregated 13F filings for Q1 2025.